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E 167 - STRATEGIES TO HELP YOU SAVE TAXES AND GET MORE OUT OF YOUR IRA*

E 167 STRATEGIES TO HELP YOU SAVE TAXES AND GET MORE OUT OF YOUR IRA*

Wednesday, 3/22 (One session) 7:00 - 8:30 PM      Fee: $25

HS Room: 185

This class will focus on the following questions:

Can I still contribute, and if so, how much?

What type of IRA is right for me?

When do I need to take withdrawals, and how much do I have to take?

How are my IRA withdrawals taxed?

What happens when I die?

How do the new tax laws impact me?

How can I minimize taxes?

INSTRUCTOR: Paul Muller, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.


Additional Info/Documentation

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